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Finance Advising reviews in Gilbert

Real People ~ Real Reviews ~ Real Results

  • Don has provided us with a debt elimination plan, set us up with much needed insurance to mitigate wages lost (which we have already had to use), put together our retirement plan which has really shown us what is possible and what steps we need to take to retire sooner.  He coached us on initial investment changes I should make on my 401k.  He set up a brokerage link so that he can start helping us improve our 401k.  We meet again to start working the investment strategies.   He will be meeting with our kids (they are both 25) to help them get set-up for success financially.  He will be working with us on investment and tax strategies in the future.  We are very excited to be working with him because he is looking out for our best interests!
    - Mitzi R.
  • Couldn't be happier with professionalism, clarity, and quality of the legal work completed for us by Four Peaks Planning and the owner of this business, Jamie. Some attorneys withhold information and don't always provide clients with the big picture and understanding of estate planning. In the owner's case, it's second nature to him to keep things straightforward without complicating legalities that get written into every document. Their web site is an excellent resource for anyone that wants to gain a better understanding of estate planning. Whenever we make any changes to our estate documents, we'll use Jamie and Four Peaks Planning. I highly recommend this ethical, honest, business.
    - Jack B.
  • After I met with Don at W Financial I knew we (me and my wife) were going to use him.  He was so informative about how he was going to handle my accounts and what the steps were.  After my first meeting we set up accounts and I was able to get all information over to Don and he took care of the fund transfers for me.  Now we are able to call him up to ask questions when they come up and he answers or gets the answers for us promptly.  We are so glad to have someone we can trust with our retirement finances.  Don even spent time with my 9 year old son to explain on his level how money works and helped him plan for the future with is money.  Now my son is also a client of W financial.  Very informative and trusting.  If you need someone to help you in this area give him a call.  I am glad i did!
    - josh w.
  • Really all I received was list of numerous health plans that I had all ready perused on government site. They didn't do anything wrong, just didn't help me to narrow down or understand the labyrinth of American Health Insurance options....which is, as we all know, a real mess.
    - Alexander J.
  • They are very knowledgeable with different types of estate planning and I can say that they are very accommodating with financial service. They were willing to answer any questions that I had and I felt they were very helpful in the long run.
    - NELDA M.
  • As advertised
    - Alex B.
  • He's very personable, he's given me a lot of good advice. He's not pushy and I feel very comfortable working with him.
    - Susan R.
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    - jean m.
  • unknown
    - Susan R.
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    - KATHY R.
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Financial Advisors in Gilbert

Companies below are listed in alphabetical order.

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